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I need a patient, knowledgeable trainer to guide a small team of absolute beginners (no more than five people) through the core workflows of the Zoho accounting suite—primarily Zoho Books, with touches on Zoho Inventory where stock figures into the picture. We must leave the sessions fully comfortable with: • Invoicing and billing set-up, recurring invoices, and online payment links • Day-to-day expense tracking, including receipt capture and category rules • Generating and interpreting Financial Reports (P&L, balance sheet, cash-flow) • Linking stock and sales data so quantities, COGS, and sales figures stay in sync • Laying the groundwork for clean Audit-ready reports at year-end Please structure the training around live, interactive screenshares (preferably recorded so we can replay), short “homework” exercises between meetings, and concise cheat-sheet documentation in PDF or Google Docs. Acceptance of the project will be based on: 1. Clear agenda covering each bullet point above 2. Ability to answer ad-hoc beginner questions in plain language during the call 3. Delivery of session recordings and written quick-reference guides within 24 hours of each meeting If you have previous experience onboarding new users to Zoho Books or have official Zoho certifications, let me know. I am ready to start as soon as we can lock in a schedule.
Project ID: 40189443
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2 freelancers are bidding on average $625 USD for this job

Good afternoon , I hope this proposal finds you well. I have checked your project titled (Zoho Accounting Beginner Training), which lies in my field of my certification & specialization. This is to inform you that I have KEENLY gone through your project description, CLEARLY understood all the project requirements as instructed in your project proposal and this is to let you know that I will perfectly deliver as desired. Being in possession of all stated required skills like; Financial Analysis, Excel, Documentation, Xero, Bookkeeping, Accounting, Training and Invoicing:, as this is my field of professional specialization having completed all certifications and developed adequate experience in the respective field, I hereby humbly request you to consider my bid for professional, quality and affordable services that meet all your requirements. I always guarantee timely delivery and unlimited revisions where necessary hence you are assured of utmost satisfaction when working with me. Please send me a message so that we can discuss more and seal the project. WELCOME.
$750 USD in 1 day
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Hi, I can do this. With extensive experience in training teams on Zoho Books and a solid understanding of accounting principles, I am well-equipped to guide your team through the core workflows. My approach will include live, interactive screenshares, recorded sessions for future reference, and concise cheat-sheet documentation. I will structure the training around your outlined agenda, ensuring we cover invoicing, expense tracking, financial reports, stock integration, and audit preparation. I am committed to addressing beginner questions in plain language and will provide session recordings and quick-reference guides within 24 hours of each meeting. I am ready to start as soon as we finalize the schedule. Best regards, Ashnasajid
$500 USD in 3 days
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